CF Advisory LLC, Switzerland
WHO WE ARE
Maybe we should start saying WHAT we are:
«Ambitious, persistent, realistic, practical and disciplined»
In short, the traits of a Capricorn.
Professionally speaking, we accumulate over 50 years of working experience in all related fields of financial markets.
Ranging from securities operations to complex structured products and investment funds, we deliver independent advice to our clients with the ultimate goal of increasing and preserving their wealth for the long term.
Our investment strategy for dynamic oriented investors has consistently beaten the S&P 500 over the past 10 years.
We are equity oriented money managers seeking to protect achieved performance with derivative overlay or sophisticated hedging techniques.
We do not shy away from opportunities offered by the markets and seize the event in moments of increased volatility. We have an extensive forex trading experience and offer such experience to diversify risk and increase return.
We keep our minds open to alternative investment strategies and emerging markets and offer also interesting private equity investment opportunities.
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We are not your mainstream asset manager.
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«QUAM MIMIMUM CREDULA POSTERO»
(seize the day (opportunity), put little trust in tomorrow)
WHAT WE OFFER
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Independent advice and conflict free consulting – «we work for the client, in his interests aiming to achieve his objectives»
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Tailor made constructs in discretionary asset management according to the clients risk profile and his financial goals
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Flexibility in adapting to clients’ needs beyond asset managment